Operate > IBM Sales Center for WebSphere Commerce > Quotes > Create a quote
Create a quote from an existing quote
A customer might want to get a cost quotation before deciding whether to place an order. Use the IBM Sales Center to create a quote for a new or existing customer by beginning with an empty quote, or you can use it to create a new quote based on the information in an existing quote or order. This section explains how to create a quote from an existing quote.
Procedure
- Log on to the IBM Sales Center.
- Select a store.
- Optional: Execute one of the following actions:
- Find the quote on which to base the new quote, and then select it in the Stores view or Quote editor.
- Find the customer for the quote on which to base the new quote, and then select the customer in the Stores view.
- Click Quote > Create from Existing.
- If the information in Existing quote is not correct, perform one of the following actions:
- Enter the ID of the quote on which to base the new quote.
- Click Find to search for the ID of the quote on which to base the new quote.
- Optional: Select Preserve payment instructions.
- Click OK.
- Modify the quote as necessary.
All items in the new quote are re-priced, and any previously negotiated prices will need to be re-negotiated.
- In the Quote Items page, click the Apply button to apply the changes before clicking on the Payment page.
- Click Complete Quote.
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